See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,677 | $135,635-31.7% | $110,238-15.9% | $135,375-31.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.70% | 513.19%-514.9pp | 314.74%-316.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,651 | $4,906-66.4% | $3,826-56.9% | $4,779-65.5% |
| Participant deferral / active EE | $2,229 | $5,506-59.5% | $4,672-52.3% | $5,609-60.3% |
| Admin fee / account holder | $518 | $11,457-95.5% | $8,547-93.9% | $10,827-95.2% |